At Capstone experience runs deep and wide. We come from diverse backgrounds and have traversed many miles in and around the financial planning industry—spanning all types of clients. For you, this translates to reliable and effective financial wisdom that has endured the tests of twists, turns and time. It’s our pleasure meeting you.
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 | | | Kevin Serrapede CFP® Investment Advisor Representative, Chief Compliance Officer | |
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 | | | Ed Boero Investment Advisor Representative | |
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 | | | Amy Loomis Administration & Client Service Manager | |
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